LTC Financial Partners
Industry: Insurance company
DescriptionLTC Financial Partners, LLC, based in Fort Myers, FL, was one of the largest long term care insurance agencies in the United States. Its field is one of growing importance as millions of Baby Boomers reach retirement age, and as health reform acknowledges the care needs of an aging population. Founded: 2003 Subsidiary: LTC Global, Inc.
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LTC Financial Partners Employees
LTC Simple February 2001 - Present
LTC Financial Partners September 2003 - September 2008
GE Capital February 2000 - March 2003
Skills
Long-term Care, Long Term Care Insurance, Selling, General Insurance, Public Speaking, Team Building, Sales, Series 63, New Business Development, Brokers, Life Insurance, Sales Management, Training, Marketing, Asset Allocation, Disability Insurance, Critical Illness, Strategic Financial..., Coaching, Wealth, Retirement Planning, Fixed Annuities, Employee Benefits, Financial Planners, Entrepreneurship, Relationship Management, Leadership, Retirement, Universal Life, Term Life Insurance, Strategic Planning, Medicare, Health Insurance, Insurance, Customer Service
Education
University of Massachusetts, Amherst
Bachelor's, Sociology
University of Massachusetts, Amherst
Sociology
LTC Financial Partners October 2013 - Present
Cobalt Mortgage April 2013 - October 2013
Cobalt Mortgage February 2012 - April 2013
Puetz Golf March 2005 - March 2012
Skills
Payroll, Journal Entries, Payroll Taxes, Financial Analysis, General Ledger, Customer Service, Employee Benefits, Employee Relations, Accounting, Outlook, Microsoft Excel, Time Management, QuickBooks, Sales
Education
Eastern Washington University 1996 — 2003
BA, Finance
Central Washington University
Bachelor of Science (BS), Accounting
Family Care Insurance, LLC 2007 - Present
LPL Financial 2014 - Present
National Long Term Care Brokers 2014 - Present
All United Insurance Agency 2014 - Present
LTC Financial Partners October 2009 - January 2014
GE Capital May 2002 - May 2005
City trust Bancorp 1989 - 1991
Product Movers 1987 - 1989
United Technologies, East Hartford, CT 1985 - 1987
Skills
Long Term Care, Insurance, Employee Benefits, Healthcare, Disability Insurance, Medicare Supplements, Long-term Care, Medicare, Health Insurance, Fixed Annuities, Term Life Insurance, Retirement Planning, Critical Illness, Sales, Brokers, Life Insurance, Financial Advisory, Workers Compensation, Property & Casualty..., Commercial Insurance, Strategic Financial..., Series 7, IRAs, Estate Planning, Underwriting, 401k, Risk Management, Whole Life, Universal Life, Retirement, Wealth Management, Accident, FINRA, Health Savings Accounts, Long Term Care Insurance, Series 63, Mutual Funds, Small Business, Financial Planners, Series 6, 401k Rollovers, Wealth, Insurance Brokerage, Umbrella Insurance, Wealth Accumulation, Investments, General Insurance, Financial Planning
Education
University of Massachusetts at Amherst - Isenberg School of Management 1981 — 1985
Bachelor of Business Administration (BBA), Finance
RPI, Hartford CT
Berkshire Hathaway HomeServices September 2014 - Present
RE/MAX Equity Group October 2013 - September 2014
Allstate May 2012 - May 2013
LTC Financial Partners February 2011 - May 2012
Skills
Fixed Annuities, Term Life Insurance, Insurance, Life Insurance, Disability Insurance
Education
Portland State University 2008 — 2010
Bachelor's degree, Communication Studies
Portland Community College 2006 — 2009
General Studies
Comcast Cable June 2014 - July 2014
Project Management Innovations LLC September 2013 - March 2014
Infinite Network Solutions July 2013 - March 2014
Full Circle Concepts June 2012 - June 2013
LTC Financial Partners January 2010 - June 2012
CCI Systems, Inc October 2006 - November 2009
Project Management Innovations 2000 - 2006
Comcast 2000 - 2006
Media One 1996 - 2000
Skills
Insurance, Employee Benefits, Life Insurance, Telecommunications, Medicare, Management, Change Management, Strategic Planning, Health Insurance, Budgets, Team Building, Sales, Project Planning, Long-term Care, Project Management, Software Development, Risk Management, Training, PMP, Process Improvement, Leadership, Team Leadership, Sales Management, New Business Development, Business Development, Account Management, Cross-functional Team..., Start-ups, Fiber Optics, Outside Plant, Innovation Management
Education
California State University, Fresno
MLC Financial Group July 2003 - Present
Health Reform Team, Inc. April 2014 - April 2015
Aflac February 2014 - January 2015
Combined Insurance United States 2015 - 2015
LTC Financial Partners July 2013 - March 2014
Connextions September 2013 - February 2014
Transamerica December 2011 - March 2013
Jean Massuie Academy January 2010 - July 2010
Waddell & Reed Financial Services January 2003 - July 2003
Skills
Mortgage Lending, Direct Marketing, Business, Time Management, Sales Management, Entrepreneur, Coaching, Property & Casualty..., Life insurance, Term Life Insurance, Health Insurance, Umbrella Insurance, Fixed Annuities, Long-term Care, Retirement Planning, Retirement, Disability Insurance, Financial Services, Insurance, Personal Finance, Genuine, Entrepreneurship, Direct Sales, Finance, Marketing, Employee Benefits, Financial Planners, Long Term Care Insurance, Selling, Medicare, Brokers, Sales, Life Insurance, Small Business, Underwriting, Financial Planning, Team Building, Customer Service, Leadership, Strategic Planning, New Business Development
Education
Dallas Baptist University 1999 — 2002
BBS, Business Administration
Texas State Technical College 1982 — 1984
Associate of Applied Science, Computer Technology
Vertafore March 2013 - Present
LTC Financial Partners March 2011 - March 2013
Education
Bellevue Community College 2001 — 2012
Associate of Arts and Sciences (AAS), General Studies
Hurt & Associates Financial Services April 2007 - Present
LTC Financial Partners September 2005 - April 2007
GE Capital Assurance - Long Term Care Division July 2000 - September 2005
Skills
Long Term Care Planning, Workplace Long Term..., Life Insurance, Retirement Planning, Pension Maximization..., Medicare Planning, Final Expense Plans, Annuities - Retirement, Wealth Transfer Tools, Wealth Preservation..., Buy-Sell Business..., Executive Carve-Out..., Health Insurance, Business Insurance, Workmans Comp Inurance, Social Media Marketing, Social Media, Referral Partner Network, Strategic Partnerships, Social Networking, Marketing, Online Marketing, Business Strategy, Marketing Strategy, Business Development, Customer Service, Strategy, Team Building, Long-term Care, Leadership, Marketing Communications, Entrepreneurship, Account Management, Small Business, Retirement, Fixed Annuities, Financial Planning, Strategic Planning, Medicare, Term Life Insurance, Financial Services, Disability Insurance, Insurance, Health Insurance
Education
College of Southern Idaho 1975 — 1977
tf high
SwiftKey January 2014 - Present
Primus API February 2013 - August 2013
openfi.re January 2013 - April 2013
Second Screen Games November 2012 - January 2013
Huddler.com November 2011 - November 2012
Sendside Networks July 2010 - November 2011
Talk Life LLC August 2007 - August 2009
LTC Financial Partners August 2006 - August 2007
Skills
Business Development, Sales, Marketing, Business, Analytics, Start-ups, Entrepreneurship, New Business Development, Marketing Strategy, Business Strategy, Sales Management, Team Building, HTML 5, Customer Service..., Mobile Applications, Strategic Partnerships, Management, Fundraising
Education
Whitman College 2003 — 2006
Bachelor's degree, Philosophy, 3.9 / 4.0
Hamilton College 2002 — 2003
Philosophy
Monarch Business Group August 2010 - Present
LTC Financial Partners March 2009 - May 2009
Financial Associates Midwest Inc February 2008 - December 2008
Skills
Marketing Strategy, Direct Sales, Account Management, Health Insurance, Term Life Insurance, Universal Life, Insurance Brokerage, Disability Insurance, Sales Management, Insurance, Whole Life, Medicare, Long-term Care, Selling Skills, Life Insurance, Critical Illness, Agents, Accident, Small Business, Sales, Employee Benefits
Education
Missouri Southern State University 2001 — 2003
Associates, Marketing
Osceola High School, Osceola, MO 1997 — 2001
Self-employed January 2000 - Present
LTC Financial Partners January 2004 - January 2006
Skills
Long Term Care Planning, Disability Insurance, Fixed Annuities, Life Insurance, Insurance
Education
Southern Illinois University, Carbondale
Bachelor of Science (BS), Education
Bellevue School District December 2014 - Present
Senior Housing Assistance Group (SHAG) December 2014 - Present
Tutor.com October 2014 - Present
Law Office of Helen A Boyer April 2009 - Present
LTC Financial Partners April 2009 - November 2014
Odegaard Writing and Research Center September 2013 - September 2014
Providence Hospice of Seattle September 2013 - June 2014
Overlake Hospital Medical Center, Cancer Center January 2013 - June 2013
Cozen O'Connor August 1993 - April 2009
Washington State Court of Appeals, Div I January 1987 - August 1993
Skills
Education, Writing, Medical Social Work, Long-term Care, End of Life, Palliative Care, Social Services, Patient Education, Patient Advocacy, Chronic Care Management, Clinical Research, psychosocial assessment, Grief Counseling, Medicare, Health Insurance, Leadership, Long Term Care Insurance, Litigation, Public Speaking, Small Business, Patient Support, Advance Directives, Disability Insurance, bereavement, Medical Legal..., Employee Benefits, Retirement Planning, Workers Compensation, Insurance, Estate Planning, Retirement, Reinsurance, Life Insurance, Fixed Annuities, Property & Casualty...
Education
University of Washington, School of Social Work 2012 — 2014
Master of Social Work (MSW), Health
University of Washington, School of Law 1983 — 1986
JD, Law, with honors
Teachers College of Columbia University 1977 — 1978
MA, Youth Education, Reading Specialist, Language Arts
Stanford University 1971 — 1974
AB, Art & Communications, Photography, Graphic Design.
Tufts University 1969 — 1971
English Language and Literature, General
ACSIA Partners January 2015 - Present
ClaimJockey, LLC January 2012 - January 2015
John Hancock Life Insurance Company (U.S.A.) October 2008 - December 2013
LTC Financial Partners May 2005 - April 2013
LTC Financial Partners September 2005 - May 2006
GE Capital May 1999 - May 2005
AT&T February 1977 - February 1992
Skills
Insurance, Long-term Care, Training, Financial Advisory, Retirement Planning, Mutual Funds, Sales, Long Term Care Insurance, Retirement, Fixed Annuities, Financial Services, Life Insurance, Disability Insurance, Term Life Insurance, Employee Benefits, IRAs
Education
Guilford College 1986 — 1992
Bachelor of Applied Science (BASc), Financal Management and System Design, 3.897
Vidible April 2015 - Present
Gravity.com February 2013 - April 2015
Demand Media March 2012 - February 2013
Patch.com January 2011 - March 2012
Tribune Company February 2010 - January 2011
LTC Financial Partners February 2009 - February 2010
BAIMedia 2007 - 2010
Skills
Online Advertising, Research, Negotiation, Advertising, Marketing, Marketing Strategy, New Business Development, Strategic Partnerships, Sales, Start-ups
Education
University of Connecticut 2002 — 2007
BA, English, History
South Kent School 1999 — 2002
High School
Renbrook
Renbrook
LTC Financial Partners May 2012 - Present
First State Bank January 2009 - 2011
Prudential Financial January 2005 - August 2009
Education
University of Nebraska at Omaha 1996 — 1996
Bachelor of Applied Science (B.A.Sc.), Education
University of Nebraska at Kearney 1991 — 1996
Bachelor of Applied Science (B.A.Sc.), Education
NACA Atlanta February 2012 - Present
WPH July 2010 - February 2012
LTC Financial Partners January 2010 - February 2012
Pulte Homes March 2004 - December 2009
Skills
Negotiation, Real Estate, Customer Relations, Customer Service, Contract Negotiation, Excel, Budgeting, PowerPoint, Word, Residential, Sales Management, Microsoft Office, Event Planning, Problem Solving, Promotions, Coaching, Insurance, New Home Sales, Outlook, Product Development, Selling, Strategic Planning, Contract Negotiations, New Business Development, Team Building, Market Research, Public Speaking, Customer Satisfaction, Planning, Scheduling, Competitive Analysis, Mentoring, Residential Homes, Single Family Homes, Budgets, Real Estate Transactions, Account Management, Process Scheduler
Education
The University of Georgia
BA, Political Science
Southern Marin Fire Protection District January 2014 - Present
LTC Financial Partners 2006 - 2012
Novato Charter School 1996 - 2008
Westamerica Bancorporation 1993 - 1996
Wordstar International 1988 - 1993
Skills
Event Management, Venue Management, Delegate Management, Attendee Registration, Meeting Planning, Event Planning, Corporate Events, Incentives, Marketing Communications, Fundraising, Contract Negotiation, Marketing
Education
University of Oregon
Bachelor's degree, Marketing/Marketing Management, General
Cigna August 2015 - Present
Colonial Life October 2006 - August 2015
LTC Financial Partners September 2013 - July 2015
CIGNA Healthcare 2003 - 2004
The Fringe Benefit Company 1996 - 2003
MetLife April 1995 - October 1996
Skills
Brokers, Term Life Insurance, Accident, Small Business, Disability Insurance, Insurance, Voluntary Employee..., Employee Benefits, Health Insurance, Cafeteria Plans, Critical Illness, Health Savings Accounts, Life Insurance, Flexible Spending..., Long-term Care, Underwriting
Education
University of Phoenix 1996 — 1998
Masters, Organizational Management
Arizona State University 1991 — 1995
Bachelors, Psychology
Independent Financial Partners (IFP) September 2012 - Present
LTC Financial Partners March 2012 - September 2012
Maria Maranda State Farm Insurance June 2011 - January 2012
State Farm Insurance September 2004 - June 2011
Christ the King Church July 2004 - December 2009
State Farm Insurance April 2004 - October 2004
State Farm Insurance December 2002 - April 2004
Bank One March 2000 - December 2002
Skills
Music Ministry, Team Building, Retirement Planning, Management, Time Management, Customer Service, Long Term Care Insurance, Networking, Insurance, Mutual Funds, Retirement, Life Insurance, Sales, Financial Services, Long-term Care, Financial Advisory, Training, Small Business, Strategic Planning, Health Insurance, Loans, Employee Benefits, Term Life Insurance
Education
The American College 2002 — 2011
ChFC Designation, Financial Services
Florida State University 1980 — 1984
BME, Music Education
Hollywood Hills Highschool 1976 — 1980
Diploma
LTC Financial Partners August 2012 - Present
The Hartford Insurance Company October 2009 - August 2012
Genworth Financial April 2007 - October 2009
Beneficial Insurance Services March 2006 - April 2007
Citizens Bank Insurance Group January 2004 - March 2007
Frank Crystal & Company 2003 - 2004
USI Midatlantic 2002 - 2003
Bank of America 1998 - 2002
Prudential Financial 1983 - 1998
Skills
Customer Service, Cross Selling, Relationship Management, Long-term Care, Employee Benefits, Insurance
Education
Albright College 1979 — 1983
B.S. Business Administration, Business Administration
Archbishop Wood High School
Aflac June 2013 - Present
LTC Financial Partners June 2010 - Present
Skills
Insurance, Long-term Care, Fixed Annuities, Retirement, Term Life Insurance, Retirement Planning, Long Term Care Insurance, Small Business, Disability Insurance, General Insurance, Health Insurance, Critical Illness, Brokers, Life Insurance, Employee Benefits
Education
C.W.Post
BS Business
Suffolk County Community College 1970 — 1972
Associate Applied Science, Business
LTC Financial Partners 2010 - Present
UBS March 2007 - June 2008
Robert W. Baird & Co. June 1989 - January 1997
Northwestern Mutual Financial Services January 1989 - January 1997
Lord & Taylor January 1983 - June 1987
Skills
Small Business, Non-profits, Long Term Care, Insurance, Retirement Planning, Employee Benefits, Long-term Care
Education
University of Bridgeport
B.S., School of Business
LTC Financial Partners May 2011 - Present
Independent Producers of America January 2010 - Present
American Business Benefits Association January 2010 - Present
America's Business Benefit Association 2009 - Present
OSI Restaurant Partners April 1998 - November 2009
Education
Embry-Riddle Aeronautical University
AS, Aeronautical Engineering
LTC Financial Partners April 2010 - Present
Plunkett & Associates August 2003 - April 2010
GE Capital August 1994 - July 2003
GE Capital June 1992 - August 1994
Amex November 1988 - August 1992
Plunkett & Associates July 1987 - November 1988
Skills
Long-Term Care..., Long-Term Care...
Education
Butler University
BA, Fine Arts
Kansas City Power & Light November 2011 - Present
LTC Financial Partners February 2011 - November 2011
University of Central Missouri August 2009 - August 2010
Aquila March 1999 - October 2008
Commerce Bancshares 1996 - 1998
Indiana Federal Credit Union June 1988 - July 1989
WestStar Bank January 1984 - June 1988
Skills
Managerial Finance, Forecasting, Accounting, Budgets, PeopleSoft, Training, Project Management, Strategic Planning, Hyperion Planning, Hyperion Financial..., Financial Reporting, Accounts Payable, Team Building, Project Planning
Education
University of Tulsa 1984 — 1987
MBA, Business
University of Oklahoma 1979 — 1983
Business Administration
College High School Bartlesville Oklahoma 1979 — 1979
Broadway Limited Imports, LLC October 2012 - Present
LTC Financial Partners January 2011 - February 2013
Brown & Brown October 2008 - January 2011
Brooke Capital Corporation December 2002 - August 2008
Morgan Stanley October 2000 - December 2002
Allstate Insurance October 1987 - June 2000
Travelers Insurance June 1984 - August 1987
Skills
Insurance, Property & Casualty..., Workers Compensation
Education
Davidson College 1980 — 1984
BA, History
Verizon Wireless July 2011 - Present
LTC Financial Partners 2009 - July 2011
Accountants Intl., a Randstad Company, f.k.a. Accountants Inc. July 2007 - September 2009
Fremont Investment & Loan 2004 - 2007
Irwin Home Equity 2002 - 2004
The Good Guys 2002 - 2003
Skills
Mobile Communications, Mobile Technology, Mobile Internet, Direct Sales, Inside Sales, Sales Process, Account Management, Business Strategy, Customer Service, Financial Planning, Hiring, Insurance, Contract Negotiations, iPhone, Android, Blackberry, Sales Presentations, Presentation Development, Technical Recruiting, Insurance Planning, New Business Development, Cold Calling, Contract Negotiation, Forecasting, Solution Selling
Education
Northern Arizona University 1995 — 2000
Bachelor of Science, Psychology
PAL-Personal Attention Leasing October 2013 - Present
Hertz Local Edition April 2012 - September 2013
Watco April 2011 - March 2012
LTC Financial Partners November 2010 - April 2011
Village Charters, Inc October 2009 - October 2010
Penske Truck Leasing February 2002 - February 2009
Skaggs Public Safety Uniforms January 1997 - January 2001
Gregory Sporting Goods 1995 - 1997
Skills
Long-term Care, Insurance, Employee Benefits, Sales Management, Sales, Microsoft Excel, Transportation, Operations Management, Freight, Logistics, Life Insurance, Fixed Annuities, Training, Customer Service, Marketing, Management, Marketing Strategy, Sales Operations, Fleet Management, Team Building, Leadership, Account Management, Customer Retention, New Business Development, Process Improvement, Contract Negotiation, Coaching, Strategic Planning, P&L, Business Planning, Selling, Direct Sales, Team Leadership, Sales Presentations, Profit, Business Development, Inventory Management, Customer Satisfaction, Transportation..., Negotiation, Trucking, Logistics Management, Purchasing, Cold Calling
Education
University of Phoenix 2002 — 2008
BSBM, Business Management
Mustang
Mustang
My Home, Your Home Inc August 2011 - June 2012
LTC Financial Partners September 2010 - January 2011
Colonial Life November 2009 - September 2010
Signicast Corporation December 2006 - July 2009
Bead Retreat July 2003 - September 2007
Tupperware 2004 - 2004
Skills
Strategic Planning, Nonprofits, Microsoft Office, Public Speaking, Customer Service
Education
Alverno College 1986 — 1990
Business Administration
LTC Financial Partners June 2004 - Present
genw September 2001 - June 2004
Education
University of Southern California 1980 — 1983
MS,PT, Physical Therapy
University of California, Los Angeles 1975 — 1979
BS, Kinesiology
The Realty Association April 2015 - Present
The Providence Group December 2011 - Present
Worksite Communications Inc. September 2010 - Present
VSP June 2010 - Present
HealthSpring February 2010 - Present
Benefit Communications Inc. 2010 - Present
Unum September 2009 - Present
Colonial Life 2013 - Present
LTC Financial Partners May 2013 - August 2014
Skills
Health Insurance, Disability Insurance, Accident, Employee Benefits, Medicare, Long Term Care Insurance, Life Insurance, Voluntary Employee..., Group Insurance, Medicare Advantage, Individual Health..., Benefits Administration, Insurance, Term Life Insurance, Fixed Annuities, Long-term Care, Critical Illness, Underwriting, Health Savings Accounts, Dentistry, Open Enrollment
Education
Tennessee State University
Jan Durlacher April 2000 - Present
MetLife September 2005 - August 2007
LTC Financial Partners June 2003 - August 2005
Skills
Medicare Supplements, Annuities, Term Life Insurance, Long Term Care Insurance, Medicare, Long-term Care, Life Insurance, Fixed Annuities, Retirement, Small Business, Financial Advisory, Insurance, Employee Benefits, Whole Life, Disability Insurance, Retirement Planning, Health Insurance, Medicaid
Education
Temple University 1974 — 1979
B.A., Liberal Arts
Marriott International July 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc. June 2013 - June 2015
Wunderman February 2013 - June 2013
Wunderman July 2011 - February 2013
Spring Creek Group April 2010 - July 2011
Wilson Public Relations August 2009 - March 2010
PrepNorthwest July 2009 - December 2009
LTC Financial Partners June 2009 - August 2009
Christian Dior January 2009 - May 2009
Mandate Pictures January 2008 - May 2008
Skills
Social Media, Writing, Account Management, Digital Marketing, Advertising, Public Relations, Fashion Writing, Facebook, Blogging, Online Advertising, Content Strategy, Social Networking, Social Media Marketing, Marketing, Strategy, Digital Media, Digital Strategy, Marketing Communications
Education
University of Southern California 2005 — 2009
Bachelor of Arts, Magna Cum Laude, Communication, Spanish
Wagon Self Storage July 2011 - Present
LTC Financial Partners September 2010 - May 2011
BBVA Compass January 2009 - August 2010
Brawley Pardini Fonzi, Inc. January 2005 - December 2008
National Brands, Inc. May 1981 - December 2004
Skills
Sales, Account Management, Sales Operations, Management, Sales Management, Marketing, Sales Process, New Business Development, Leadership, Negotiation, Insurance, Customer Service, Banking, Cold Calling
Education
Arizona State University
Bachelor of Science, Business, Marketing
Arizona State University
Bachelor of Science in Business and Marketing
Arizona State University
InTouch, LLC March 2013 - Present
LTC Financial Partners July 2010 - March 2013
MicroGraphic Innovations November 2001 - February 2009
Natural Balance May 1991 - November 2001
Skills
Long Term Care, Long-term Care, Long Term Care Insurance, Insurance, Fixed Annuities, Disability Insurance, Universal Life, Medicare, Critical Illness, Life Insurance, Retirement, Term Life Insurance, Entrepreneurship, Sales Management, Sales Operations, New Business Development, Direct Sales, Creative Direction, Building Relationships, Marketing Research, Financial Planners, Health Insurance, Retirement Planning
Education
Eastern New Mexico University 1968 — 1972
BBA, Business Administration and Finance
LTC Financial Partners August 2007 - Present
Farmers Insurance Group Papillion, NE January 2007 - Present
Monarch Grounds Maintenance Inc. March 1993 - January 2008
Education
University of Nebraska at Omaha 1997 — 2002
Accounting
Creighton University 1995 — 1996
Accounting
ACSIA Partners June 2014 - Present
LTC Financial Partners September 2012 - Present
Kirwans Solicitors December 2008 - March 2012
Duke of Edinburgh open Award Centre, Wallasey September 2006 - February 2012
Cheesman & Co June 2005 - September 2008
Skills
Consumer Law, Conveyancing, Commercial Litigation, Property Law, Civil Litigation, Legal Advice, Wills, Powers of Attorney, Insurance Law, Long-term Care, General Insurance, Contract Negotiation, Debt Settlement, Estate Planning, Dispute, Financial Planners, Alternative Dispute..., Dispute Resolution, Employment Law, Legal Assistance, Litigation, Long Term Care Insurance, Personal Injury, Courts, Family Law
Education
Collage of Law, Chester 2003 — 2004
LPC, Law
Aberystwyth University 2000 — 2003
LLB, LAW
Mosslands
New Jersey City University September 2010 - Present
LTC Financial Partners 2008 - 2010
Skills
Microsoft Excel, Microsoft Office, Event Planning, Public Speaking, Music, Photoshop, Teaching, Social Media
Education
Institute of Audio research 1997 — 1998
Audio Engineer
New Jersey City University
BA, Media Arts/Film
LTC Financial Partners March 2011 - Present
Atlantis Health Plan November 2009 - March 2011
Sony Electronics July 1999 - June 2009
GTE November 1994 - June 1999
Malcolm Pirnie July 1991 - October 1994
New York City Law Department March 1989 - June 1991
Consultants and Designers February 1987 - January 1989
Education
Iona College 1993 — 1994
MS, Computer Science
Baruch College, City University of New York (CUNY) 1985 — 1986
certificate, Computer Science
City University of New York-Brooklyn College 1971 — 1975
BA, Sociology
LTC Financial Partners January 2007 - Present
Max Broock Realtors April 1998 - December 2008
Education
Oakland Community College
Business
ACSIA Long Term Care, Inc. January 2009 - Present
LTC Financial Partners 2005 - 2008
GE/Genworth Financial 1999 - 2004
Skills
Long-term Care, Insurance, Long Term Care Planning, Long Term Care, Long Term Care Insurance, Brokers, Retirement, Fixed Annuities, Retirement Planning, Public Speaking, Life Insurance, Financial Advisory, Universal Life, Whole Life, Medicare, Term Life Insurance, Critical Illness, Health Insurance, Asset Protection, 401k, Financial Planners, IRAs, Accident, Estate Planning
Education
University of Illinois at Urbana-Champaign 1979 — 1983
JD, Law
St. Olaf College 1972 — 1976
BA cum laude, Poliitical Science & Biology
LTC Financial Partners January 2009 - Present
John Hancock April 2007 - November 2008
John Hancock Life Insurance Company (U.S.A.) 2007 - 2008
UVEST Financial Services 2004 - 2006
Jackson National Life Institutional Marketing Group 1999 - 2004
Jackson National Life 1997 - 2003
SunAmerica 1996 - 1997
Independent Financial Marketing Group 1994 - 1997
GNA 1987 - 1992
Skills
Series 7, Mutual Funds, Business Development, Life Insurance, Wealth Management, Investments, Insurance, Risk Management, Financial Services, Marketing, Retirement Planning, Training, Sales Management, Retirement, Fixed Annuities, Sales, Long-term Care, IRAs, Banking, Long Term Care Insurance
Education
Texas State University 1968 — 1971
Advertising, Marketing
LTC Financial Partners January 2008 - Present
Skills
Employee Benefits, Long-term Care, Insurance, Disability Insurance, Long Term Care Insurance, Financial Planners, Marketing, Underwriting, Life Insurance, Term Life Insurance, New Business Development, Universal Life, Retirement Planning, Critical Illness, Fixed Annuities, Brokers, Retirement, Estate Planning, Medicare, Whole Life, Small Business
Education
Colorado State University
Bachelors of Science, Equine Science
LTC Financial Partners August 2011 - April 2013
LTC Financial Partners April 2009 - April 2012
LTC Financial Partners April 2009 - October 2009
RBC Dain Rauscher August 2006 - September 2008
Russell Investment Group January 2003 - November 2004
Safeco 2001 - 2003
Safeco 1999 - 2001
Capital Planning Corporation 1993 - 1998
Skills
Series 7, Long-term Care, Disability Insurance, Marketing Strategy, Corporate Communications, Fixed Annuities, Retirement, Insurance, Retirement Planning, Mutual Funds, Employee Benefits, Health Insurance, Life Insurance, Strategic Financial..., Investments, Marketing, Long Term Care Insurance, Strategy, Business Development, Sales, Term Life Insurance, Leadership, Training, Business Planning, Entrepreneurship, Financial Planning, Management, CRM, Strategic Planning, Project Management, Sales Management
Education
Rollins College
BA, Studio Art & Design
LTC Financial Partners December 2013 - Present
Education
Kaplan University-Davenport Campus 2009 — 2012
Paralegal
ACSIA Partners November 2011 - Present
LTC Global Marketing Inc. / ACSIA Long Term Care 2010 - 2015
LTC Financial Partners July 2010 - November 2011
Skills
Long-term Care, Long Term Care Insurance, Retirement, Fixed Annuities, Public Speaking, Universal Life, Life Insurance, Underwriting, Financial Advisory, Whole Life, Critical Illness, Medicare, Golf, Spanish, Financial Planners, Insurance Brokerage, Long Term Care, Annuities, Retirement Planning, Asset Protection, Sales
Education
University of Massachusetts, Amherst 1963 — 1967
BA, English Lit
LTC Financial Partners 2006 - Present
The Buffalo News & Westwood One, Metro Networks March 1986 - December 2006
Buffalo News, Westwood One/Metro Networks, Business First of Buffalo March 1986 - December 2006
Skills
Long Term Care Insurance, Long-term Care, Fixed Annuities, Disability Insurance, Insurance, Marketing, Term Life Insurance, Critical Illness, Universal Life, Health Insurance, Life Insurance, Marketing Strategy, Sales, Small Business, Employee Benefits, Whole Life, Retirement, Retirement Planning, IRAs, Budgets, Estate Planning, Financial Planners, General Insurance, Team Building, Wealth, Training
Education
Buffalo State College BS
University at Buffalo
Graduate Course Study
LTC Financial Partners August 2010 - Present
Himmelstein Financial October 2007 - February 2011
Skills
sales, Listening Skills, Asking Questions, Closing, Analysis, Valuation, Construction, Property Management, Real Estate Investment, Real Estate Financing, Real Estate Transactions, Instructing, Sales, Insurance, Fixed Annuities, Long Term Care Insurance, Investment Properties, Universal Life, Retirement Planning, Long-term Care, Licensed Life & Health..., Whole Life, Recruitment Training, Term Life Insurance, Mortgage Lending, Investments, Life Insurance, Underwriting, Disability Insurance, Health Insurance
Education
University of Hartford 1979 — 1981
MBA, Marketing and Finance, A 3.86 out of 4.0
Hebrew Union College-Jewish Institute of Religion-New York 1970 — 1975
Bachelor's Degree, Cantorial Sacred Music
Boston University 1965 — 1969
Bachelor's Degree, Liberal Arts - Philosophy and Religion
ClaimJockey, LLC October 2012 - Present
John Hancock Life Insurance Company (U.S.A.) October 2011 - September 2012
LTC Financial Partners June 2004 - September 2011
GE Capital March 1999 - June 2004
Skills
Long Term Care Insurance, Retirement Planning, Life Insurance, Employee Benefits, Long-term Care, Retirement, Fixed Annuities, Insurance, Strategic Financial..., Medicare, Estate Planning, Financial Planners, Term Life Insurance, 401k, IRAs, Brokers, Financial Advisory, Universal Life, Healthcare, Management, Marketing, Leadership, Sales, Training, Leadership Development, Small Business, Recruiting, Wealth, Strategic Planning, Financial Services, Mutual Funds, Wealth Management, Investments, Critical Illness, Asset Protection, Succession Planning, Series 63, Underwriting, Series 7, Series 6, Whole Life, Pensions, Finance, Workers Compensation, Wealth Management..., Financial Planning, Public Speaking, Team Building, Medicaid, Customer Service
Education
Drake University 1994 — 1996
Masters, Public Administration
William Penn University 1975 — 1979
Bachelor of Arts (BA), History, Economics
Alibis High School 1971 — 1975
LTC Financial Partners September 2011 - April 2014
US Government September 2009 - September 2010
CARE STAR May 2008 - November 2008
Council on Aging Southwestern Ohio May 2007 - March 2008
Magellan Behavioral Health November 2006 - May 2007
Alcoholism Council of Greater Cincinnati May 2003 - October 2006
Recovery Resources September 2001 - May 2002
Cuyahoga County Department of Children and Family Services October 1977 - December 2001
Skills
Insurance, Long Term Care, Healthcare, Licensing, Health, Assesor, Administrator, General Insurance, Social Worker, Long-term Care, Long Term Care Insurance, Case Managment, Medicare, Social Services, Fixed Annuities, Crisis Intervention, Term Life Insurance, Case Management, Employee Benefits, Disability Insurance, Health Insurance
Education
Cleveland State University 2000 — 2002
M.Ed, Community Agency Counseling
Case Western Reserve University 1977 — 1978
Social Work Administration
Miami University 1971 — 1975
BACHELOR OF ARTS, Psychology/Sociology
LTC Financial Partners April 2011 - Present
EM-Power Services, Inc. September 1996 - April 2011
Skills
Long-term Care, Insurance, Long Term Care Insurance, Employee Benefits, Fixed Annuities, Voluntary Employee..., Disability Insurance, Sales Presentations, Sales
Education
Northeastern University 1979 — 1984
Holy Name High School 1974 — 1979
Brother-to-Brother Ministries June 2007 - Present
Self-Employed 2007 - Present
LTC Financial Partners August 2005 - December 2007
USAA January 2000 - October 2001
Skills
Teaching/mentoring, Leadership Development, Public Speaking, Coaching, Non-profits, Teaching, Team Building, Marketing, Organizational..., Budgets, Theology, Public Relations, Workshop Facilitation, Event Planning, Program Development, New Business Development, Social Media, Microsoft Office, Social Networking, Fundraising, Community Outreach, Volunteer Management, Team Leadership, Nonprofits, Customer Service, Newsletters, Editing, Strategic Planning, Research, Advertising, Entrepreneurship, System Administration, Marketing Strategy, Start-ups, Small Business, Program Management, Leadership, Business Strategy, Event Management, Long-term Care, PowerPoint, Marketing Communications, Analysis, Sales, Management, Social Media Marketing, Project Management, Negotiation, Training, Project Planning
Education
Aquinas Institute of Theology 1998 — 2002
MAPM, Pastoral Ministry
Webster University 1980 — 1982
MA, Public Administration
University of Cincinnati 1965 — 1969
BA, Political Science
Taylor High School 1960 — 1964
ACSIA Partners January 2010 - Present
LTC Financial Partners 2010 - Present
FT Press 2008 - 2010
New York Academy of Sciences 2006 - 2008
Cambridge University Press 2003 - 2005
Oxford University Press 1991 - 2003
W. H. Freeman 1989 - 1991
American Society for Microbiology 1986 - 1989
Skills
Insurance, Long-term Care, Fixed Annuities, Health Insurance, Disability Insurance, Retirement, Marketing Strategy, Term Life Insurance, Long Term Care Insurance, Healthcare, Retirement Planning, Estate Planning, Small Business, Publishing, Strategic Planning
Education
University of Minnesota-Twin Cities
BA
New York Life Insurance Company January 2013 - Present
LTC Financial Partners October 2009 - January 2013
LivHOME October 2011 - October 2012
Skills
Estate Planning, Asset Protection, Wealth Preservation..., Thought Leadership, Gifting Strategies, Key Person Protection, Small Business, Annuity Sales, Multi Generational..., Multi Generational..., Business Exit Strategy, Wealth Transfer..., Life Insurance..., Lifetime Income..., Long-Term Care Insurance, Supplements to Employee..., Licensed in Long-Term..., New Business Development, Workshop Facilitation, Public Speaking, 401(k) Rollovers, Business Succession..., Fixed Annuities, Life Insurance, Leadership, Long Term Care Insurance, Succession Planning, Insurance, Employee Benefits, Long-term Care, Team Building, Customer Service, Finance
Education
Syracuse University 1974 — 1978
Bachelor, Environmental Design and Spanish
American School of Madrid, Madrid,Spain 1972 — 1974
High School Diploma
ACSIA Partners August 2014 - Present
LTC Financial Partners January 2009 - August 2014
Christ Lutheran Church Preschool August 2007 - October 2008
ConAgra Foods December 1986 - November 2002
Hunt-Wesson Foods October 1979 - December 1986
Hunt-Wesson Foods August 1977 - October 1979
Skills
Long Term Care Insurance, Insurance, Long Term Care, Retirement Planning, Seminars, Public Speaking, Employee Benefits, Consulting, Key Account Management, Food Industry, Office Administration, Long-term Care, Sales, Term Life Insurance, Life Insurance, Universal Life, Management, Critical Illness, Medicare, Whole Life, Retirement, Brokers, Health Insurance, Financial Planners, Strategic Financial..., Estate Planning, Marketing, Wealth, Small Business, Financial Advisory
Education
California State University - Northridge 1970 — 1975
B.S., Therapeutic Recreation/Recreational Therapy
Los Angeles City College 1968 — 1970
Associate of Arts (AA), General Studies
LTC Financial Partners LTC SpecialistJobecca Technology Group, LLC1953 - 2011
Jobecca Technology Group, LLC 1953 - 2011
Education
Temple University 1949 — 1953
B>S>, Business Administration
Temple University 1949 — 1953
B.S., Business Administration
ACSIA Partners July 2014 - Present
LTC Financial Partners January 2009 - July 2014
Skills
Long Term Care, Insurance, Long-term Care, Disability Insurance, Selling, Fixed Annuities, Long Term Care Insurance, Health Insurance, Training, Small Business, Retirement, Team Building, Life Insurance, Retirement Planning, Strategic Planning, Term Life Insurance, Critical Illness, Employee Benefits, Medicare, Brokers, Leadership, Sales
Education
Mercer University 1967 — 1971
BA
University of Northern Colorado, MA
Cheri Davis LTC Services July 2009 - Present
LTC Financial Partners November 2009 - January 2013
Real Estate Industry January 1987 - May 2006
Skills
Long Term Care Insurance, Long-term Care, Fixed Annuities, Insurance, Sales, Sales Management, Sales Operations, Training, Recruiting, Leadership, Team Building, Team Leadership, Team Management, Cross-functional Team..., Educational Leadership, Employee Benefits, Life Insurance, Entrepreneurship, Thought Leadership, Marketing, Start-ups, Startup Marketing, Managing Start-ups, Universal Life, Term Life Insurance, Financial Advisory, Retirement, Critical Illness, Health Insurance, Brokers, Medicare, Retirement Planning, Critical Care, Accident, 401k, Financial Planners, Estate Planning, Health Savings Accounts, Small Business, Wealth, Financial Planning
Education
University of Illinois at Urbana-Champaign
ITT Technical Institute January 2012 - March 2014
LTC Financial Partners June 2011 - October 2011
Gaylord Security Systems March 2010 - April 2011
American Income Life July 2008 - April 2009
Macro Technologies March 2008 - July 2008
Genie Industries August 2006 - September 2006
FedEx August 2002 - February 2004
UW Medical Center January 2001 - August 2002
Skills
Microsoft Office, Excel, Customer Service, Inventory Management, Word, PowerPoint, Access, PACS, Forklift Operator, Internet Explorer, Problem Solving, Administration, Shipping, Outlook, Microsoft Excel, Microsoft Word, Windows 7, Technical Support, Troubleshooting, Sales, Linux, SQL, Windows, Operating Systems, Software Documentation, System Administration, Visio, Security, Training, Servers, SharePoint, Network Administration
Education
ITT Technical Institute-Everett 2012 — 2013
Associate's of Applied Science Degree, Network and System Administration/Administrator, 3.6
Shoreline Community College 2002 — 2003
as, Information Technology
North Seattle Community College 2000 — 2001
Franklin High School 1990 — 1994
BMC - Building Materials and Construction Services October 2012 - Present
LTC Financial Partners July 2011 - July 2012
Advanced Floor Concepts August 2004 - September 2010
Rocky Mountain Structural Floors May 1997 - February 2001
Skills
Operations Management, Project Execution, Financial Analysis, Leadership, Management, Budgets, Sales, New Business Development, Human Resources, Policy, Strategic Planning, Training, Team Building, Sales Management, Process Improvement, Contract Negotiation, Negotiation, Marketing
Education
Regis University 2006 — 2008
MBA, Finance/Accounting
Business Management 2006 — 2007
certificate, Effective Supervisiory Management
University of Colorado Boulder 1988 — 1990
BA, Psychology & Philosophy
State University of New York College at Oneonta 1986 — 1988
Psychology
LTC Financial Partners November 2007 - Present
Continuum Life & Health 2001 - Present
John Hancock Financial Services 1996 - 2001
Arthur Polizos Associates 1987 - 1996
Skills
Long-term Care, Estate Planning, Long Term Care Insurance, Universal Life, Financial Advisory, Fixed Annuities, Life Insurance, Health Insurance, Term Life Insurance, Medicare, Insurance, Disability Insurance, Retirement, Employee Benefits, Retirement Planning, Strategic Partnerships, Strategic Financial..., Critical Illness, Financial Planners, 401k, IRAs
Education
The College of William and Mary - The Mason School of Business 1985 — 1987
M.B.A., Business
Washington and Lee University 1977 — 1981
Norfolk Academy
LTC Financial Partners January 2012 - Present
Newman Long Term Care September 2006 - December 2011
Blue Cross Blue Shield of Minnesota 2003 - 2006
Blue Cross Blue Shield of Minnesota September 1998 - November 2003
Skills
Insurance, Employee Benefits, Long Term Care, Health Insurance, Retirement Planning, Long-term Care, Term Life Insurance, Disability Insurance, Long Term Care Insurance, Underwriting, Retirement, Fixed Annuities, Life Insurance, Medicare, Brokers
Education
University of Minnesota Duluth 1984 — 1989
BFA
Kellogg HS
Finagraph May 2014 - August 2015
Mood Media September 2012 - May 2014
LTC Financial Partners January 2010 - September 2012
Vanguard Communications Systems April 2006 - January 2009
KnowledgePoints Learning Center June 2004 - June 2006
Skills
Strategic Planning, Long-term Care, Marketing, Sales Management, Budgets, Analysis, Retail, Salesforce.com, Insurance, Customer Service, Management, Business Development, Leadership, Start-ups, Sales Operations, Team Building, Strategy, Cold Calling, New Business Development, Sales Presentations, Marketing Strategy, Long Term Care Insurance, Public Speaking
Education
Kansas State University
B.S, Business Administration/Merchandising
Coaching with................. January 2014 - Present
Business Consulting June 2015 - Present
Center for Teacher Effectiveness (CTE) June 2013 - October 2014
Sole Proprietor October 2013 - 2014
Allstate August 2012 - January 2013
LTC Financial Partners August 2010 - January 2011
CUNA Mutual Group March 2008 - September 2008
Northwestern Mutual Life June 2007 - October 2007
Allianz Global Corporate & Specialty June 2004 - June 2007
World Financial Group (WFG) 2001 - 2002
Skills
Training, Coaching, Insurance, Leadership Development, Training Delivery, Onboarding, Human Resources, Management Consulting, Executive Coaching, Instructional Design, Project Management, Succession Planning, Change Management, Needs Analysis, Performance Management, Long-term Care, Team Building, Public Speaking, Organizational..., Microsoft Office, Business Process, Personal Development, Blended Learning, Recruiting, Employee Engagement, Training Leadership, Career Development, Employee Benefits, Process Improvement, Staff Development, Team Leadership, Performance Improvement, Strategic Planning, Talent Management, Learning Management, Employee Relations, Organizational..., Adult Education, Performance Consulting, Workshop Facilitation, Classroom Management, Differentiated..., Time Management, Personnel Management, Employee Training, Leadership, Management, E-Learning, Instructor-led Training, Management Development
Education
City University of Seattle 1999 — 2006
MBA, General Management
Villanova University 2007 — 2007
Master's Certificate, Human Resource Management
Caldwell University 1985 — 1987
Bachelor's Degree, Business Administration
University of Bridgeport 1965 — 1967
Associate in Arts, Legal Secretarial
Rockhurst University
Certificate, Instructional Design
OneAmerica Care Solutions April 2015 - Present
One America Care Solutions December 2013 - Present
LTC Financial Partners October 2010 - December 2013
John Hancock Financial Network December 2007 - October 2010
Peckinpaugh Financial Group January 2007 - August 2007
Skills
Long-term Care, Long Term Care, Insurance, Long Term Care Insurance, Sales, Networking, Fixed Annuities, Retirement Planning, Retirement, Disability Insurance, Term Life Insurance, Life Insurance, Health Insurance, Employee Benefits, Estate Planning, Brokers, Financial Advisory, Underwriting, IRAs, Strategic Financial..., Series 7, Insurance Brokerage, Investments, Financial Services
Education
Ball State University - College of Business 2003 — 2007
Bachelor's Degree, Risk Management and Insurance
Matters of the Heart Inc. February 2011 - Present
Matters of the Heart Incorporated May 2010 - Present
Aflac March 2010 - Present
LTC Financial Partners January 2010 - Present
WellCare 2007 - 2009
Skills
Long-term Care, Health Insurance, Medicare, Public Relations, Insurance, Small Business, Public Speaking, Team Building, Employee Benefits, Leadership, Marketing Strategy, Strategic Planning, Healthcare, Customer Service, Training, Leadership Development, Coaching, Budgets, Sales, Entrepreneurship
Education
Belhaven University 2009 — 2013
Bachelor's Health care Administration, Healthcare Administration
Belhaven University
Masters of Science in Leadership, Human Resources Development
Wave Broadband August 2015 - Present
Game Truck March 2014 - August 2015
LTC Financial Partners November 2012 - February 2014
Pizza Hut September 2011 - April 2012
Skills
Troubleshooting, SQL, HTML, CSS, JavaScript, Technical Support, Customer Service, Software Documentation, Computer Hardware, SharePoint, System Administration, Training, Customer Satisfaction, Time Management, Microsoft Office, Windows 7, PowerPoint, Customer Experience, Leadership, Team Leadership, Coding Experience, Cash Register, Insurance, Long Term Care Insurance
Education
Bellevue College 2013 — 2016
Associate in Applied Science-T Degree, Software Development - Information Systems
Robert Half September 2013 - March 2015
Coalfire Systems, Inc. September 2013 - March 2015
A Place for Mom October 2011 - August 2013
LTC Financial Partners January 2009 - April 2010
Fred Meyer November 2004 - January 2009
Skills
Recruiting, Customer Service, Leadership, Event Planning, Microsoft Excel, Microsoft Office, Outlook, Data Analysis, Training, Tourism, Social Media, Public Speaking, Social Networking, Marketing, Project Management, Report Writing, Account Management, Salesforce.com, Sales, Office Management, Risk Management, Nonprofits, Data Entry, Database Management, Sustainability, Event Management, Client Relations Skills, Time Management, Analysis, Process Scheduler, Human Resources, Freelance Writing, Technical Writing, Front Office, Accounting, Outdoor Recreation, Travel Writing
Education
Central Washington University 2014 — 2015
Bachelor’s Degree, Global Sustainability Studies
MatadorU
Travel Writing
Schuchart/Dow January 2004 - Present
LTC Financial Partners 2003 - Present
Point32 Development LLC 2007 - August 2011
Dow Construction Inc. 1978 - 2003
Skills
Sustainable Design, Renovation, Residential Homes, Green Building, Construction Management, Sustainability, Residential Design, Real Estate, Construction, LEED AP, Architectures, Contractors, Space planning, Submittals, LEED, Architecture, Architectural Design
Education
Pacific Lutheran University 1977 — 1980
BA Science, Biology
University of Puget Sound 1976 — 1977
Biology
NAVIGANT CONSULTING May 2013 - February 2015
CENTER FOR DIVINE CLARITY October 2012 - September 2013
LTC FINANCIAL PARTNERS 2009 - 2013
Westwood Mortgage, Inc. 2007 - 2009
American Home Mortgage (purchased mortgage division of PACIFIC CREST SAVINGS BANK in 2006) 2002 - 2007
Executive Recruiting 2001 - 2002
STOCK MARKET INSTITUTE OF LEARNING 2000 - 2001
Seattle Public Schools 1996 - 2001
Skills
Project Management, Project Planning, Entrepreneurship, Event Planning, Inspiring Teams, Coaching, Capital Budgeting, Leadership, Operating Budgets, Research, Volunteer Management, Collaborative Problem..., Microsoft Office, Financial Analysis, Teaching, Sales Process, Facilities Management, Construction Management, Creative Direction, Management, Business Growth..., Mortgage Lending, Loan Origination, Mortgage Underwriting, Long Term Care Insurance, Medical Underwriting, Risk Management, Workshop Facilitation, Owner Representation, Pre-purchase Inspections, Building Permits, Curriculum Design, Qualitative &..., Public Speaking
Education
Antioch University Seattle 1995 — 1996
Graduate Program in Education, earned Washington State Teaching Certificate, Elementary Middle and High School Education
The Evergreen State College 1986 — 1991
Bachelor's Degree, Theater/ Literature
The Putney School 1983 — 1985
High School
Bankers Life and Casualty Company January 2011 - Present
Ascione Farms August 1997 - March 2013
LTC Financial Partners May 2011 - January 2012
Skills
Start-ups, Training, Long Term Care Insurance, Insurance, Small Business, System Administration, Retirement, Term Life Insurance, Public Speaking, Coaching, Medicare, Customer Service, Sales, Leadership, Business Planning, Business Strategy, Project Management, Research, Selling, Sales Management, Fundraising, Entrepreneurship, Strategic Planning
Education
Sircon 2011 — 2011
Licensed Health & Accident Insurance
moorpark college 1990 — 1991
Associate Science, Equine Management and Breeding
LTC Financial Partners May 2008 - Present
WiseChoiceLTC.com January 2001 - Present
LTC Financial Solutions May 2005 - March 2008
GE Capital Assurance & GE LTC Direct (Internet Sales) January 1996 - April 2003
Equifax January 1988 - May 1995
General Mills January 1976 - February 1981
US Navy 1961 - 1964
Skills
Long Term Care Insurance, Hybrid Life/LTC..., Small Business, IRAs, Sales, Estate Planning, Insurance, Life Insurance, Brokers, Long-term Care, Fixed Annuities, Medicare, Series 7, Retirement, Disability Insurance, Term Life Insurance, Employee Benefits, Whole Life, Health Insurance, Retirement Planning, Critical Illness, Healthcare, Accident, Wealth, Universal Life, 401k, Financial Advisory, Financial Planners, Strategic Financial...
Education
University of Georgia - Terry College of Business 1964 — 1968
BBA, Economics
University of Virginia
American Century Investments July 2013 - Present
RiverPoint February 2010 - June 2013
VML February 2010 - June 2013
LTC Financial Partners June 2009 - February 2010
Sprint November 2003 - September 2008
TWG Consulting November 2001 - November 2003
Sprint January 1984 - November 2001
Skills
User Experience, Visio, Web development..., Web Development, Software Documentation, Six Sigma, Vendor Management, Drupal, Management, Project Management, Marketing, Program Management, Process Improvement, Mobile Phone Apps, Technical Documentation, Technical Writing, Business Analysis, Market Research, Qualitative Research, User Acceptance Testing, Business Intelligence, Quality Assurance, Leadership, Strategy, Telecommunications, SharePoint, Analysis, Team Building, Requirements Analysis, Requirements Gathering, Team Management
Education
Rockhurst University 1997 — 1999
National American University 1989 — 1993
BS
ACSIA Partners July 2014 - Present
LTC Financial Partners 2006 - 2014
LTC Financial Partners 2006 - 2013
Skills
Long-term Care, Team Building, Insurance, Interviews, Webinars, Underwriting, Critical Illness, Health Insurance, Training, Fixed Annuities, Disability Insurance, Sales Management, Long Term Care Insurance, Coaching, Time Management, Sales, Leadership, Brokers, Employee Benefits, Universal Life, Small Business, Financial Planners, Medicare, Retirement Planning, Retirement, Life Insurance, Term Life Insurance, 401k, Whole Life, Selling, Accident
Education
Texas Tech University
Speech Communication
Texas Tech University
Communication
Porter Insurance Agency, Inc January 2001 - Present
Porter Insurance Agency, Inc January 2001 - Present
LTC Financial Partners 2011 - January 2014
Skills
CLU, ChFC, AEP, CLTC, Long Term Care Insurance, Insurance, Life Insurance, Retirement, Long-term Care, Financial Planners, Health Insurance, Retirement Planning, IRAs, Disability Insurance, Whole Life, Critical Illness, Term Life Insurance, Universal Life, Employee Benefits, Series 63, Licensed Life, Key Person Insurance, Fixed Annuities, General Insurance, Small Business, Strategic Financial..., Mutual Funds, Accident, Financial Advisory, Estate Planning, Insurance Brokerage, Financial Planning
Education
University of Nebraska-Lincoln 1980 — 1982
Master's degree
Harding College 1974 — 1978
Bachelor's degree
The American College
CLU, ChFC, Insurance and Financial Planning
LTC Financial Partners January 2009 - Present
SCAHU 2011 - 2012
Skills
Long Term Care..., Individual long term..., Group long term care, Long Term Care, Employee Benefits, Long-term Care, Insurance, Fixed Annuities, Long Term Care Insurance, Life Insurance, Brokers, Sales, Financial Planners, Disability Insurance, Leadership, Strategic Planning, Term Life Insurance, Retirement, Critical Illness, Whole Life, Health Insurance, IRAs, Retirement Planning, Medicare, Accident, 401k, Universal Life, Small Business, Estate Planning, Health Savings Accounts, Financial Advisory, Commercial Insurance, Underwriting, Wealth, Umbrella Insurance, Strategic Financial..., Workers Compensation, General Insurance, Property & Casualty..., Wealth Management
Education
Nova Southeastern University
MBA
University of Florida - Warrington College Of Business 1985 — 1989
BS in Business, Marketing
McCann Insurance Services May 2014 - Present
LTC Financial Partners December 2013 - March 2014
LTC Global / ACSIA March 2012 - November 2013
ACSIA Long Term Care/LTC Global February 2011 - March 2012
LTC Global / ACSIA November 1998 - February 2011
Radio Stations January 1979 - December 2005
Skills
Marketing Strategy, Selling, Long-term Care, Health Insurance, Fixed Annuities, Insurance, Term Life Insurance, Employee Benefits, Retirement Planning, Medicare, Retirement, Disability Insurance, Long Term Care Insurance, Healthcare, Small Business, Life Insurance, Public Speaking, Training, New Business Development, Sales, Estate Planning, Whole Life, Sales Management, Accident, Leadership, Brokers, Underwriting, Management, Marketing, Wealth Management, Radio Broadcasting, Strategic Financial..., Radio Programming, Critical Illness, Account Management, Media, Universal Life, Medicare Part D, Financial Planning
Education
Southern Illinois University, Carbondale 1978 — 1982
Bachelor of Science, Radio-Television
Benedictine University 2012 — 2014
Graduate Program, Business Administration and Management, General
LTC Financial Partners April 2007 - April 2013
ChemPoint December 2006 - March 2007
EchoStar Corporation September 2004 - September 2006
Skills
Oral & Written..., Microsoft Office, Photoshop, Direct Marketing, Strategic Planning, Public Relations, Marketing Strategy, New Business Development, Email Marketing, Account Management, Marketing Communications, Online Marketing, Media Relations, Sales Presentations, Business Planning, Marketing Operations, Legal Compliance, Marketing, National Account..., National Accounts, Management
Education
University of Idaho 2001 — 2004
BS Public Communications, Public Relations, Marketing
Boise State University 1999 — 2000
Journalism, PR
ACSIA Partners July 2003 - Present
LTC Financial Partners July 2003 - Present
General Electric January 1995 - July 2003
Amex Life November 1992 - January 1995
Skills
Long-term Care, Insurance, Fixed Annuities, Retirement Planning, Long Term Care Insurance, Claims Handling, Sales, Financial Planners, Disability Insurance, Healthcare, Health Insurance, Investments, Retirement, Employee Benefits, Term Life Insurance, Team Building, Life Insurance, Underwriting, Brokers, Critical Illness, Medicare, Whole Life, Leadership, Universal Life, Financial Advisory, IRAs, Estate Planning, Accident, 401k, Health Savings Accounts, Small Business, Umbrella Insurance
Education
Polytechnic University 1967 — 1972
BSEE, MSTP, Electrical Engineering, Transportation Planning
Mulgrew Medical Rep Group June 2014 - Present
QB Medical, Inc. January 2014 - May 2014
Transamerica Agency Network, Inc. April 2012 - December 2013
LTC Financial Partners November 2009 - March 2012
California Grinders Cafe and Catering December 2004 - November 2009
Avon September 2002 - April 2004
Skills
Life Insurance, Long Term Care Insurance, Fixed Annuities, Sales Management, Management, Retirement, Customer Service, Long-term Care, Insurance, Sales, Training, Selling, Small Business, Marketing, Leadership, Team Building
Education
Ball State University 1989 — 1994
Journalism/TComm, Advertising
LTC Financial Partners December 2012 - Present
LTC Global / ACSIA March 2012 - April 2013
Colonial Life November 2008 - August 2009
Real Estate III September 2006 - January 2009
Education
Strayer University 2003 — 2005
MBA, Marketing
Stuyvesant H.S.
Regents diploma, science
ACSIA Partners, LLC July 2014 - Present
LTC Financial Partners October 2013 - July 2014
Long Term Care Financial Partners January 2005 - October 2013
LTC Financial Partners April 2009 - July 2012
Ohio LTC Brokers August 1997 - January 2005
Skills
Business Management, Sales Management, Public speaking, Long-term Care, Disability Insurance, Fixed Annuities, Health Insurance, Employee Benefits, Long Term Care Insurance, Life Insurance, Brokers, Medicare, Retirement Planning, Small Business, Sales, New Business Development, Estate Planning, Financial Planners, Management, Strategic Financial..., Public Speaking, General Insurance, Leadership, Health Savings Accounts, Insurance, Wealth Management, Underwriting, Mutual Funds, Wealth, Critical Illness, Whole Life, Universal Life, IRAs, Financial Planning, 401k
Education
Bowling Green State University 1987 — 2003
Master's Degree, Business Administration/Finance/Economics
Agent Review July 2015 - Present
Genworth Financial May 2013 - April 2015
LTCFP/ 3in4 Need More Association July 2011 - August 2012
LTC Financial Partners July 2009 - August 2012
LTC Financial Partners July 2009 - August 2012
Long Term Care Financial Partners 2009 - 2010
Half Dome Holdings, Inc. September 2008 - December 2008
Half Dome Holdings September 2008 - December 2008
TBH Development March 2006 - July 2008
Dry Cleaning Station March 2005 - July 2008
Skills
Training, Brokers, Retirement, Employee Benefits, Sales Management, Recruiting, Financial Planners, Term Life Insurance, Budgets, Disability Insurance, Long-term Care, Selling, Real Estate, Customer Service, Contract Negotiation, New Business Development, Marketing Strategy, Direct Sales, Leadership, Negotiation, Small Business, Project Planning, B2B, Project Management, Management, Retirement Planning, Sales, Public Relations, Health Insurance, Direct Marketing, Insurance, Start-ups, SharePoint, Strategic Partnerships, Cold Calling, Fixed Annuities, Strategic Planning, Life Insurance, Business Development, Account Management, Strategic Financial..., Medicare, Team Building, Marketing
Education
University of Puget Sound
University of Puget Sound / Proaxis
LTC Financial Partners February 2011 - December 2011
Professional Financial Advisors, Inc. March 2008 - September 2010
Self-employed 2005 - February 2008
JPJ Company LLC 2002 - 2005
Liz Claiborne 2000 - 2001
Italdecor 1999 - 1999
Calvin Klein 1996 - 1998
Salvatore Ferragamo 1992 - 1995
Olivetti 1985 - 1990
Skills
International Business, Investments, Fixed Annuities, Long-term Care, Strategic Financial..., Mutual Funds, Financial Advisory, Contract Negotiation, International Marketing, Zero Waste, Distribution Strategies, International Business..., Life Insurance, Estate Planning, Fashion, Import Export, Multi-channel Retail, Voice Over, Alternative Energy, Retail, Franchise Agreements, Retirement Planning, International Market..., Strategy Formulation, Banking, Business Development, Mortgage Lending, Business Planning, Management, Finance, Wealth Management, Financial Services, Asset Management, Financial Analysis, Insurance, Financial Planners, Entrepreneurship, Series 63, Series 7, Investment Advisory, Portfolio Management, Strategic Planning, Strategy, Securities, Business development, Sustainable Business, Leadership, Financial Planning, Start-ups
Education
INSEAD 1991 — 1991
Master of Business Administration
Sophia University 1986 — 1989
International Business
Harvard University 1980 — 1984
BA, Economics
ACSIA Partners December 2011 - Present
LTC Financial Partners March 2010 - December 2011
The Healthcare Solutions Team June 2009 - March 2010
The Mobile Solution Corporation April 2008 - June 2009
The Mobile Solution Corporation October 2004 - March 2008
Skills
Sales, Training, Recruiting, Sales Management, Insurance, Long Term Care Insurance, Public Speaking, Landslide, Employee Benefits, Team Building, Marketing, Management, Long-term Care, Account Management, Healthcare, Leadership
Education
Concordia University-Wisconsin 2000 — 2004
Marketing and General Business
LTC Financial Partners June 2006 - Present
Genworth Financial December 1998 - June 2006
Skills
Long-term Care, Long Term Care Insurance, Insurance, Retirement, Employee Benefits, Medicare, Retirement Planning, Financial Planners, Critical Illness, Sales, Small Business, General Insurance, Training, Strategic Financial..., Underwriting, Sales Management, Team Building, Financial Advisory, Strategic Partnerships, Leadership
Education
The University of Texas at Arlington
BA
ACSIA Partners June 2014 - Present
Dearborn Financial Services 2007 - Present
LTC FINANCIAL PARTNERS January 2009 - June 2014
Kaplan Test Prep and Admissions 2008 - 2009
Citibank Univerciti Training 2002 - 2007
Citibank 2002 - 2007
Cal Fed Investments 1998 - 2002
GlenFed Brokerage Services 1996 - 1998
Bay View Capital Corporation 1989 - 1994
Skills
Series 7, Long Term Care Insurance, Investments, Securities, Insurance, Long-term Care, Portfolio Management, Training, Public Speaking, Sales, Instructional Design, Retirement Planning, Life Insurance, Retirement, Financial Services, Financial Planning, Mutual Funds, Fixed Annuities, Leadership
Education
Creighton University
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Spanish and Portuguese
Long Term Care Advisors 2011 - Present
Long Term Care Financial Partners January 2006 - Present
Long Term Care Financial Partners January 2006 - Present
LTC Financial Partners 2006 - 2011
Skills
Long-term Care, Long Term Care Insurance, Disability Insurance, Term Life Insurance, Employee Benefits, Health Insurance, Retirement, Retirement Planning, Medicare, Brokers, Training, Team Building
Education
Texas Tech University 1983 — 1986
ACSIA Partners 2006 - Present
LTC Financial Partners 2006 - December 2014
Veolia Environmental Services North America Corp. May 1988 - October 2006
Skills
Long Term Care Insurance, Strategic Partnerships, New Business Development, Long-term Care, Insurance, Employee Benefits, Sales, Retirement, Small Business, Life Insurance, Brokers, Selling, Disability Insurance, Term Life Insurance, Financial Planners, Retirement Planning, Fixed Annuities, Critical Illness, Insurance Brokerage, Licensed Life & Health...
Education
Texas A&M University 1969 — 1973
Bachelor of Arts, Economics
Acsia Partners June 2014 - Present
LTC Financial Partners May 2008 - April 2014
Desiderio Enterprises April 1981 - May 2008
Skills
Long Term Care Insurance, Health Insurance, Disability Insurance, Long-term Care, Medicare, Retirement Planning, Critical Illness, 401k, Estate Planning, Financial Planners, Whole Life, Strategic Partnerships, Commercial Insurance, Small Business, IRAs, Employee Benefits, Sales Management, Financial Planning
Education
University of Detroit Mercy 1963 — 1968
AB, English Literature
Gundermann & Gundermann Insurance June 2015 - Present
Gundermann & Gundermann March 2013 - June 2015
Fairfield Community Coverage August 2012 - December 2012
Angela Porzungolo Insurance Brokerage, Inc. September 2011 - August 2012
LTC Financial Partners April 2011 - January 2012
American Family Life Assurance AFLAC November 2008 - August 2011
Bankers Conseco Life Insurance Co. February 2008 - July 2008
State Farm Insurance Co. September 2002 - May 2003
R.M. Stephens & Co., Inc. May 1985 - May 1997
Skills
Insurance, Disability Insurance, Life Insurance, Fixed Annuities, Health Insurance, Commercial Insurance, Long-term Care, Property & Casualty..., Claim, Umbrella Insurance, Sales, Commercial Lines, Financial Risk, Inland Marine, Brokers, D, Employee Benefits, Customer Service, Employment Practices..., General Insurance, Long Term Care Insurance, Professional Liability, Retirement Planning, Underwriting
Education
National Association of Insurance Education & Research 2013 — 2015
CIC; CISR
LIU Post 1986 — 1989
MBA, Finance
State University of New York at Stony Brook 1980 — 1984
Liberal Arts Degree, Economics Concentration & Human Nature Minor
Long and Foster Real Estate November 2014 - Present
ABP Insurance Agency September 2009 - Present
Nelson Realty Group LLC April 2013 - November 2014
LTC Financial Partners September 2011 - April 2012
Northwestern Mutual September 2008 - October 2009
Wachovia May 2006 - August 2007
Wilmington Trust April 2000 - May 2006
Wilmington Trust April 1996 - March 2000
Republic of Singapore Navy 1979 - 1983
Skills
Insurance, Investments, Life Insurance, Fixed Annuities, Portfolio Management, Disability Insurance, Term Life Insurance, Leadership, Long Term Care Insurance, Asset Allocation, Series 6, Management, Finance, Retirement Planning, Wealth Management, Estate Planning, Asset Management, Risk Management, Securities, Retirement, Series 7, Property & Casualty..., Series 63, Sales, Mutual Funds, Wealth, IRAs, 401k, Investment Management, DC, VA, Financial Services, Real Estate, First Time Home Buyers, Residential Homes, Single Family Homes, Townhomes, Condos, Rentals
Education
ABA - Institute of Certified Bankers 2002 — 2004
CTFA, Trust & Investments
Portland State University - School of Business 1986 — 1988
MBA, Finance
Washington State University - College of Business and Economics 1983 — 1986
BA, Hotel Restaurant Management
Anglo Chinese School 1971 — 1976
GCE A Levels
ACSIA Partners March 2014 - Present
Long Term Care Financial Partners January 2004 - Present
LTC Financial Partners 2003 - Present
Skills
Long-term Care, Long Term Care Insurance, Healthcare, Term Life Insurance, Employee Benefits, Fixed Annuities, Insurance, Health Insurance, Disability Insurance, Sales Management, Life Insurance, Customer Service, Medicare, Small Business, Training, Critical Illness, Sales, Whole Life, Universal Life, Brokers, Retirement, Financial Planners, Retirement Planning, IRAs, Health Savings Accounts, Indexed Annuities, Estate Planning, Underwriting, 401k, Accident, Variable Annuities, Wealth, Series 6, Financial Advisory
Education
Cleveland Institute of Art
Bachelor of Fine Arts (BFA), Industrial Design and Graphic Design
CLTC
CLTC
Children's Helmet Initiative and Legislative Defense Fund December 2013 - Present
New York Life Insurance Company November 1976 - March 2014
Long-Term Care Funding of New York January 2000 - February 2011
LTC Financial Partners July 2008 - March 2010
Skills
Long-term Care, Long Term Care Insurance, Leadership, Sales, Project Planning, Life Insurance, Health Insurance, Employee Benefits, Strategic Planning, Management, Team Building, New Business Development, Coaching, Service Dog Advocacy, Statutory Bicycle...
Education
New York University 1971 — 1974
Bachelor of Arts (BA), Biology, General
LTC Financial Partners December 2009 - Present
Cardiffit Gym October 2008 - November 2009
CBS Property Management January 1998 - October 2008
Zinc Cafe' June 2004 - September 2005
ME Publications April 2001 - September 2001
Stockton Equities October 1999 - November 2000
Education
California State University-San Marcos 2006 — 2008
BS, Finance
MiraCosta College 2005 — 2007
Finance
LTC Financial Partners May 2011 - Present
Microsoft March 2008 - May 2011
Microsoft January 2004 - March 2008
Microsoft March 2001 - January 2004
Microsoft January 2001 - January 2004
self employed January 1994 - January 2004
Microsoft January 1998 - January 1999
Multiple Zones Int'l January 1996 - January 1998
Peace Corps January 1992 - January 1994
Environmental Education Promoter Peace Corps January 1990 - January 1992
Skills
Databases, Agile Methodologies, ASP.NET, .NET, C#, Visual Studio, Microsoft SQL Server, XML, T-SQL, Software Development, JavaScript, SQL, SSRS, SharePoint, Business Intelligence, SSIS, IIS, jQuery, Visual Basic, CSS, Testing, Silverlight, LINQ, Software Documentation, Quality Assurance, Enterprise Architecture, WCF, TFS, SDLC, Scrum, HTML, Software Project..., Integration, ASP.NET MVC, Web Services, ADO.NET
Education
Huxely College, Western Washington University 1987 — 1990
Bachelor of Science, Environmental Science
Bellevue Community College 1983 — 1987
Associative of Arts, and Science
ACSIA Partners January 2015 - Present
LTC Financial Partners June 2004 - Present
ACSIA Partners June 2004 - December 2014
LTC Financial Partners June 2004 - July 2014
LTC Financial Partners September 2001 - July 2014
ABA 2007 - 2008
Genworth Financial September 2001 - June 2004
Home Health June 1983 - September 2001
Skills
Long Term Care, Long Term Care Planning, Retirement Protection, Long-term Care, Retirement, Long Term Care Insurance, Disability Insurance, Employee Benefits, Healthcare, Leadership, Life Insurance, Health Insurance, Sales Management, Training, Critical Illness, Retirement Planning, Financial Advisory, Brokers, Financial Planners, Sales, Team Building
Education
University of Southern California 1980 — 1983
MS,PT, Physical Therapy
University of California, Los Angeles 1977 — 1979
BS, Kinesiology, Magna Cum Laude
LTC Financial Partners June 2014 - Present
Lana Borbas Insurance and Annuity Services April 2004 - Present
Lana Borbas Insurance Services April 2004 - Present
Skills
Life Insurance, Insurance, Fixed Annuities, Retirement, Disability Insurance, Long-term Care, Retirement Planning, IRAs, Term Life Insurance
Education
San Jose State University
BS, Accounting and Business/Management
Willow Glen High
LTC Financial Partners January 2013 - Present
LTC Financial Partners July 2012 - Present
LTC Financial Partners January 2012 - October 2012
LTC Financial Partners February 2008 - January 2012
Booz Allen Hamilton 1986 - 1988
Skills
Insurance, Fixed Annuities, Long-term Care, Long Term Care Insurance, Disability Insurance, Life Insurance, Critical Illness, Retirement, Employee Benefits, Brokers, Health Insurance, Retirement Planning, Term Life Insurance, Sales, Whole Life, Medicare, IRAs, Financial Planners, 401k, Accident, Series 6, Health Savings Accounts, Umbrella Insurance, Estate Planning, Universal Life, General Insurance, Financial Advisory, Small Business, Underwriting, Workers Compensation, Property & Casualty..., Commercial Insurance, Insurance Brokerage, Wealth, Financial Planning, Mutual Funds
Education
George Mason University 1980 — 1984
Bachelor of Indiv. Studies, Corporate Fitness & Mgmt.
LTC Financial Partners February 2008 - Present
Skills
Long-term Care, Insurance, Disability Insurance, Life Insurance, Brokers, Retirement Planning, Employee Benefits, Small Business, Long Term Care Insurance, Fixed Annuities, Healthcare, Term Life Insurance, Critical Illness, Retirement, Financial Planners, Health Insurance
Education
Colorado State University
Business
Georgia Farm Bureau September 2010 - Present
LTC Financial Partners June 2010 - August 2010
Georgia Farm Bureau April 2005 - December 2007
Skills
Insurance, Property & Casualty...
Education
Oglethorpe University 1976 — 1979
BA, Political Science and History
LTC Financial Partners
Skills
Public Speaking, Medicare, Non-profits, Needs Analysis, Coaching, Leadership Development, Insurance, Workshop Facilitation
Education
Nicholls State University 2001 — 2006
ASN, Nursing
LTC Financial Partners July 2007 - Present
LTC Insurance Broker: John Hancock, LifeSecure, MedAmerica, MetLife December 1999 - Present
Image Health Inc 2011 - 2012
Buger Rehab + NovaCare April 1990 - October 1999
Agriesti & Associates September 1985 - February 1989
Skills
Long Term Care Insurance, Fixed Annuities, Medicare, Term Life Insurance, Disability Insurance, Life Insurance, Employee Benefits, Brokers, Critical Illness, Public Speaking, Universal Life, Small Business, Sales, Whole Life, Wealth, Underwriting
Education
Loma Linda University 1972 — 1975
BS, Administrative Dietetics
Newbury Parfk Academy 1965 — 1969
LTC Financial Partners January 2006 - Present
Education
The Ohio State University
Bachelor's degree, History
The Merriam Insurance Agency September 2013 - Present
LTC Financial Partners August 2012 - September 2013
Gallagher Benefit Services, Inc. 2011 - August 2012
Worlco Group Adisors November 2008 - April 2011
Lincoln Financial Advisors April 2007 - November 2008
Reliance Standard July 2004 - April 2007
MassMutual Financial Group January 2002 - July 2004
Unum June 1998 - December 2001
Skills
Strategic Planning, Employee Benefits, Marketing Strategy, Microsoft Excel, Brokers, Sales, Health Insurance, Insurance, New Business Development, Health Savings Accounts, Disability Insurance, Long-term Care, Term Life Insurance, Benefits Administration, Investments, Long Term Care Insurance, Underwriting, Group Insurance, Medicare, Life Insurance, Accident, COBRA, Critical Illness, 401k, Workers Compensation, Retirement, Fixed Annuities, Property & Casualty..., Whole Life, Flexible Spending..., Retirement Planning, Commercial Insurance, Claim, General Insurance, Insurance Brokerage
Education
Bowdoin College 1993 — 1997
BA, Sociology
Canterbury School 1989 — 1993
LTC Financial Partners March 2012 - Present
United Insurance Group Career Agent Division July 2009 - January 2012
Sterling Life Insurance September 2007 - June 2009
AON/Combined Insurance September 1997 - September 2007
Skills
Health Insurance, Life Insurance, Insurance, Fixed Annuities, Term Life Insurance, Disability Insurance, Brokers, Sales Management, Long-term Care, Medicare, Sales, Account Management, Employee Benefits, Underwriting, Critical Illness, Health Savings Accounts, Whole Life, Financial Planners, Retirement, Long Term Care Insurance, 401k, Accident, Retirement Planning, Umbrella Insurance, IRAs, General Insurance, Commercial Insurance, Property & Casualty..., Marketing Strategy, Financial Planning
Education
College of Charleston
Bachelor of Arts (BA) Degrees, Accounting and Business Administration
ACSIA Partners July 2014 - Present
LTC Financial Partners December 2009 - June 2014
Skills
Financial Planners, Accounts Payable, Accounting, Employee Benefits, Payroll, Accounts Receivable, Small Business, GAAP, General Ledger, Outlook, Financial Analysis, Tax Preparation, Insurance, Account Reconciliation
Education
Central Washington University 1993 — 1997
Bachelor of Science (BS), Accounting
LTC Financial Partners November 2009 - Present
LCT Financial Partners November 2009 - Present
Continental Resources February 2009 - November 2009
Boeing August 2007 - April 2008
Sprint Nextel May 2004 - August 2004
Education
TUI University
Masters, Business Administration
University of Missouri-Rolla
Bachelors of Science, Business Management; Business Administration
LTC Financial Partners June 2010 - Present
Natural Balance 1991 - 2001
Education
Eastern New Mexico University
BBA, Business Administration & Finance
ACSIA Partners July 2014 - Present
LTC Financial Partners November 2007 - Present
Partner with Long Term Care Financial Partners November 2007 - Present
Faith Financial Planners January 2003 - November 2007
Thrivent Financial for Lutherans January 1995 - December 2002
Skills
Insurance, Long-term Care, Long Term Care Insurance, Retirement, Employee Benefits, Financial Advisory, Brokers, Training, Fixed Annuities, Disability Insurance, Life Insurance, Term Life Insurance, Health Insurance, Critical Illness, Retirement Planning, Financial Planners, Medicare, Whole Life, Asset Management, Estate Planning, IRAs, Portfolio Management, Accident
Education
Sam Houston State University
BBA, Accounting and Psychology
The Meltzer Group August 2014 - Present
Business Benefits Group April 2012 - August 2014
LTC Financial Partners September 2011 - April 2012
AppAssure Software July 2010 - August 2011
NLHA May 2007 - July 2010
Alliant Insurance Services May 2008 - August 2008
Skills
Employee Benefits, Insurance, Benefits Administration, Health Care Reform, ERISA, COBRA, Claims Review, Long Term Care Insurance, Leadership, Strategy, Management, Health Insurance
Education
The Catholic University of America 2006 — 2010
Marketing
Paul VI High School 2002 — 2006
ACSIA Partners October 2014 - Present
LTC Financial Partners June 2010 - Present
Skills
Fixed Annuities, Life Insurance, Long Term Care Insurance, Long-term Care, Term Life Insurance, Retirement, Health Insurance, Medicare
Education
University of Massachusetts, Amherst 1963 — 1967
Bachelor's degree, English Literature (British and Commonwealth)
TMG Realty Advisors, LLC June 2011 - Present
LTC Financial Partners August 2007 - June 2011
Wimbledon Wellness August 2000 - August 2007
AT&T InView December 1995 - May 2000
Skills
Completed CCIM 101..., Market Research, QuickBooks, Office Administration
Education
Atlanta Appraisal Institute
Commercial General Appraisal
CCIM
Boston University 1977 — 1979
B.S., counseling
Vestal High School
C2FO September 2014 - February 2015
SelectQuote Auto & Home Insurance Services April 2014 - August 2014
The Federal Savings Bank May 2013 - April 2014
LTC Financial Partners August 2011 - April 2013
Madison Liquidity Investors November 2010 - June 2011
TransFirst Health Services October 2007 - September 2010
Bank Mortgage Solutions September 2006 - October 2007
North American Savings Bank October 2003 - September 2006
Bank of Blue Valley January 2001 - September 2003
Skills
New Business Development, Mortgage Lending, Customer Relations, Microsoft Office, Insurance, Consultative Selling, Selling, Entrepreneurship, Personal Development, Success Education, Wealth Creation, Cold Calling, B2B, Loan Origination, Refinance, Sales, Customer Retention, Training, Direct Sales, Call Centers, Customer Service, Banking, Loans, Team Building
Education
The University of Kansas 1977 — 1980
B.S., Business Administration
LTC Financial Partners February 2008 - Present
Education
Case Western Reserve University - Weatherhead School of Management 1967 — 1971
MBA, Marketing
Lehigh University 1960 — 1964
BA, Political Science
LTC Financial Partners September 2007 - Present
Education
Penn State University
Dr. M Media February 2012 - Present
LTC Financial Partners June 2009 - June 2010
Education
Ringling School of Art and Design 2008 — 2009
N/A
The American School in Switzerland 2005 — 2008
High School Diploma
Insight Global June 2012 - Present
Umpqua Bank 2014 - 2015
Umpqua Bank 2014 - 2015
Umpqua Bank 2014 - 2015
LTC Financial Partners October 2006 - June 2012
Haas Door, A Nofziger Company January 2001 - May 2006
APS Medical Billing June 1998 - December 2000
Skills
Visual C#, VB.NET, JavaScript, T-SQL Stored Procedures, ADO.NET, LINQ, XML, HTML, AJAX, ASP.NET, Microsoft SQL Server, SharePoint, CSS, CRM, Object Oriented...
Education
Bowling Green State University 1998 — 2000
Bachelor of Science (BS), Computer Science
Owens Community College 1996 — 1998
Associate of Arts and Sciences (AAS), Business/Office Automation/Technology/Data Entry
LTC Financial Partners
Skills
Attorney at Law since..., Specializing in Estate..., Protecting people from..., and take away their..., I.E., failure to plan...
Education
Seton Hall University School of Law
Doctor of Law (J.D.)
St. Peter's College
Bachelor of Arts (B.A.)
Eastside Primary Care & Wellness September 2011 - Present
LTC Financial Partners 2003 - 2006
Benaroya Capital Company 2002 - 2003
Moss Adams LLP 1994 - 2000
Skills
Heavy Calendaring, Executive Level..., High Level Of..., Executive..., Expense Reports, Meeting Scheduling, Calendaring, Executive Support, Travel Arrangements, Calendar Planning, Concur, Dictaphone, Calendars, Diary Management, Handle Confidential..., Confidentiality, Administrative Office..., Chemical Peels, Aesthetics, Treatment, Skin Care, Skin, Laser Hair Removal, Holistic Health, Wellness, Spa, Medicine, Cosmetics, Aromatherapy
Education
Seattle Vocational Institute 2010 — 2011
Medical Assistant, Certified Medical Assistant
Euro Institute of Skin Care 2007 — 2008
Licensed Medical Aesthetician, Medical Aesthetics
LTC Financial Partners September 2012 - Present
Great American Insurance 2007 - Present
Dell 1989 - 2003
Education
Webster University 1979 — 1980
Master of Science (MS), Marketing/Marketing Management, General
Texas A&M University 1963 — 1968
Bachelor of Science (BS), Geophysics and Seismology
Olympic Brake Supply 2011 - 2014
Kemper Development Co. June 2010 - July 2011
LTC Financial Partners June 2008 - December 2009
Education
Central Washington University 2000 — 2004
Bachelor of Science (BS), Accounting and Business/Management
Minneapolis Community and Technical College 2002 — 2002
Associate's degree, Air Traffic Controller
Sesame Communications March 2013 - October 2013
LTC Financial Partners March 2010 - January 2013
LTC Financial Partners 2010 - 2013
Skills
Cold Calling, Communication, Oral & Written..., Professional Phone..., Motivated self-starter, Enthusiasm to learn, Problem Solving, Competitive, High Energy Level, Creative Problem Solving, Close Attention to..., Building Relationships, Positive Team Player, Integrity, strong willed, Determined to Succeed
Education
Eastern Washington University 2005 — 2010
Bachelor's degree, Communication, General
Eastern Washington University 2005 — 2010
Bachelor's degree, Communications